Jessie Bee Queniart Ingram

Dorete Ben David is a CFP® professional with 9 years of industry experience. She has operated Ben-David Financial Planning since 2003. The firm provides comprehensive financial planning and portfolio management to individuals, couples, families, and business owners. Serving a small client base, the firm delivers customized, goal-oriented advice and primarily uses no-load mutual funds alongside individual bonds and alternative investments, operating largely on a non-discretionary account management basis.

Benjamin Anderson is a financial advisor at WealthGuard Advisors, Inc. in Placerville, CA, holding a Series 65 designation and with one year of industry experience. Prior to joining WealthGuard Advisors, he worked at AeroVironment and In-N-Out Burger. WealthGuard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, advisory consulting, and third-party money manager recommendations. The firm employs a primarily long-term investment approach with some use of derivatives and option-writing strategies and manages over $170 million in client assets.

Adam Anderson is a financial advisor at WealthGuard Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at WealthGuard Advisors since 2010, with a brief tenure at Arbor Point Advisors. Outside of his advisory role, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, Inc., and the Marshall Foundation for Community Health, and manages a whitewater rafting business. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm employs a primarily long-term investment approach supplemented by shorter-term strategies when appropriate, utilizing a mix of analytical methods and options-based strategies within customized portfolios.

Nicholas Destefano is a financial advisor at Trendscast Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Forward Financial and D'Arcy Wealth Management. Outside of his advisory role, he is the owner of Forward Financial, where he also acts as an insurance agent. Trendscast Financial provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on clients’ investment policy statements and employs a range of strategies including charting, fundamental and technical analysis, with options for discretionary or non-discretionary management.

Blake Anderson is a CFP® with eight years of industry experience, currently serving at Wealthguard Advisors, Inc. He previously held roles at Copley Alternative Investments Inc. and has experience working with Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a board member of Hands 4 Hope - Youth Making a Difference, a nonprofit organization providing leadership experiences for youth. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm’s investment approach combines long-term strategies with flexibility for shorter-term trading and employs analytical methods including modern portfolio theory and technical analysis, with a distinctive use of derivatives and option-writing strategies in separately managed accounts.

Deborah Grose is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Lake Tahoe Wealth Management, LLC and Tbffp, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses diversified, risk-class based allocations combining passive and active management and offers a range of implementation tools and services supported by an internal Investment Committee.